Sponsored by Helping clients achieve their goals sometimes requires sophisticated strategies. Custom indexing can help clients manage capital gains efficiently, harvest tax losses, build portfolios with customized security allocations and more. Jamie Susanin, CFA and senior portfolio manager at Orion, discusses how advisors can use Orion's built-in custom indexing technology to provide flexible solutions for…
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Where does AI training data come from? A report from New York Times revealed on Friday that OpenAI may have trained AI models on YouTube video transcripts, and Google may have done the same. The report revealed that in search of fresh digital data to train its newest and smartest AI system, OpenAI researchers created…
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Sponsored by For busy continuing education (CE) counselors, credits often fall to the bottom of their to-do lists. However, these are requirements for maintaining certification. Stephanie Sager, principal of Orion Advisor Academy, discusses strategies and tools to make CE more accessible—and enjoyable—for full-time advisors, including Orion Advisor Academy's on-demand mobile-friendly platform with a content library…
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Opinions expressed by Entrepreneur contributors are their own. In a world filled with challenges and self-doubt, finding your way to success can seem daunting. However, in a recent podcast episode of “The Jeff Fenster Show” presenting crack AND Lori Hardertheir personal stories ENDURANCE and self-discovery shed light on the transformative power of pushing past limitations…
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Sponsored by Recent studies suggest that investors want personalized guidance that takes into account their overall well-being as individuals, in addition to advice related to financial well-being. Providing these services has become an important added value for advisers. Dr. Daniel Crosby, chief behavioral officer at Orion, explains how Orion's behavioral finance tool, PulseCheck, gives advisers…
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Opinions expressed by Entrepreneur contributors are their own. Buying a new home is the largest financial transaction most people make in their lifetime. Agreements are concluded with the help of legal professionals after significant research and due diligence. However, real estate transactions are based on trust between clients and real estate agents. Building trust takes…
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Sponsored by Rusty Vanneman, chief investment officer for wealth management at Orion, shares his team's market outlook for 2024. According to Vanneman, while an expensive equity market, inverted yield curve and bullish investor sentiment present signs of concern, there are also reasons for optimism, including high liquidity in the market. Vanneman discusses how investors can…
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Among the news about the first Tesla year after year sales decline since 2020, the electric car company is setting the stage for a unique product launch. Tesla CEO Elon Musk posted on X that the company will unveil its first robot on August 8. However, the reveal date doesn't mean that's when deliveries will…
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Sponsored by As the older generation passes an estimated $72 trillion to heirs over the next two decades, it's important for financial advisors and their clients to plan early. Brian Morgan CFP® product director of financial planning at Orion, discusses tools to help advisors build and maintain relationships with heirs and estate planning tools that…
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Trump Media executives are reaping massive financial gains despite a continued decline in the stock price for the company's stock. The corporation's Securities and Exchange Commission (SEC) filings were posted this month tell us how the executives in the company are being compensated in wages and bills. What is a promissory note? A promissory note…
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